Kingswood hits £6.8bn AUA in 2021

Increase of 15%

clock • 3 min read
David Lawrence: "We have a single-minded focus on both financial advice/planning and investment management activity, relying on leading market external expertise for other aspects of the client value-chain."
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David Lawrence: "We have a single-minded focus on both financial advice/planning and investment management activity, relying on leading market external expertise for other aspects of the client value-chain."

Kingswood has taken its total assets under advice (AUA) to £6.8bn, the firm’s financial results for the year ended 31 December 2021 showed.

This was an increase of 15% from the previous year, 10% driven by organic growth and 5% through acquisitions, according to the consolidator. The company, which has both UK and US operations, com...

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